Clean Yield Group Closed Holding Positions

Clean Yield Group

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 22, 2020
6,240
$17.79 - $28.89 $111K - $180K
NSP
Insperity, Inc.

Industrials
Q2 2020 Filed on Jul 22, 2020
8,682
$31.03 - $64.73 $269K - $562K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2020 Filed on Jul 22, 2020
600
$46.6 - $68.97 $28K - $41.4K
PII
Polaris Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 22, 2020
9
$39.0 - $102.35 $351 - $921
IBB
Ishares Biotechnology ETF

ETFs
Q2 2020 Filed on Jul 22, 2020
45
$103.79 - $138.65 $4.67K - $6.24K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q2 2020 Filed on Jul 22, 2020
125
$8.79 - $11.11 $1.1K - $1.39K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
1,900
$14.06 - $25.29 $26.7K - $48.1K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2020 Filed on Jul 22, 2020
2,000
$22.02 - $30.18 $44K - $60.4K
WHG
Westwood Holdings Group Inc

Financial Services
Q2 2020 Filed on Jul 22, 2020
700
$14.23 - $25.5 $9.96K - $17.9K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2020 Filed on Jul 22, 2020
200
$35.42 - $65.28 $7.08K - $13.1K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q2 2020 Filed on Jul 22, 2020
32
$4.46 - $9.48 $143 - $303
OTTR
Otter Tail Corp

Utilities
Q2 2020 Filed on Jul 22, 2020
100
$36.91 - $47.55 $3.69K - $4.76K
FLEX
Flex Ltd.

Technology
Q2 2020 Filed on Jul 22, 2020
500
$7.49 - $11.89 $3.75K - $5.95K
ICF
Ishares Tr

ETFs
Q2 2020 Filed on Jul 22, 2020
130
$42.79 - $55.37 $5.56K - $7.2K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Jul 22, 2020
525
$44.63 - $51.65 $23.4K - $27.1K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Jul 22, 2020
1,570
$47.65 - $49.55 $74.8K - $77.8K
IR
Ingersoll Rand Inc.

Industrials
Q2 2020 Filed on Jul 22, 2020
62
$23.04 - $35.03 $1.43K - $2.17K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2020 Filed on Jul 22, 2020
125
$31.21 - $38.76 $3.9K - $4.85K
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2020 Filed on Jul 22, 2020
195
$21.29 - $37.52 $4.15K - $7.32K
FE
Firstenergy Corp

Utilities
Q1 2020 Filed on Apr 20, 2020
642
$33.19 - $52.27 $21.3K - $33.6K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on Apr 20, 2020
500
$4.25 - $12.55 $2.13K - $6.28K
AEP
American Electric Power CO Inc

Utilities
Q1 2020 Filed on Apr 20, 2020
175
$70.0 - $104.33 $12.3K - $18.3K
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2020 Filed on Apr 20, 2020
1,100
$21.81 - $36.72 $24K - $40.4K
LNC
Lincoln National Corp

Financial Services
Q1 2020 Filed on Apr 20, 2020
100
$17.06 - $61.17 $1.71K - $6.12K
DG
Dollar General Corp

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
158
$136.1 - $166.88 $21.5K - $26.4K
United Technologies Corp Com
Q1 2020 Filed on Apr 20, 2020
2,366
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
4,400
$7.87 - $14.77 $34.6K - $65K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
300
$2.86 - $10.32 $858 - $3.1K
SAND
Sandstorm Gold LTD

Basic Materials
Q1 2020 Filed on Apr 20, 2020
180
$3.88 - $7.66 $698 - $1.38K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q1 2020 Filed on Apr 20, 2020
650
$10.83 - $16.19 $7.04K - $10.5K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on Apr 20, 2020
432
$22.28 - $36.03 $9.62K - $15.6K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 20, 2020
314
$36.21 - $54.8 $11.4K - $17.2K
CLDT
Chatham Lodging Trust

Real Estate
Q1 2020 Filed on Apr 20, 2020
15,000
$3.76 - $18.09 $56.4K - $271K
Liberty Ppty Tr Sh Ben Int
Q1 2020 Filed on Apr 20, 2020
8,765
N/A
Ipath Series B S&P 500 Vix Short Term Futures Etn
Q1 2020 Filed on Apr 20, 2020
10,100
N/A
CVGW
Calavo Growers Inc

Consumer Defensive
Q1 2020 Filed on Apr 20, 2020
400
$51.07 - $87.98 $20.4K - $35.2K
BTG
B2 Gold Corp

Basic Materials
Q1 2020 Filed on Apr 20, 2020
400
$2.71 - $4.79 $1.08K - $1.92K
Aqua America Inc Com
Q1 2020 Filed on Apr 20, 2020
19,669
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
100
$7.77 - $59.65 $777 - $5.97K
ASIX
Advan Six Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
160
$8.51 - $20.0 $1.36K - $3.2K
CECO
Ceco Environmental Corp
Q1 2020 Filed on Apr 20, 2020
3,083
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on Apr 20, 2020
1,666
$14.87 - $26.37 $24.8K - $43.9K
Versum Matls Inc Com
Q4 2019 Filed on Jan 17, 2020
750
N/A
Symantec Corp Com
Q4 2019 Filed on Jan 17, 2020
4,212
N/A
Hcp Inc Com
Q4 2019 Filed on Jan 17, 2020
86,030
N/A
Celgene Corp Com
Q4 2019 Filed on Jan 17, 2020
162
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q4 2019 Filed on Jan 17, 2020
17,000
$3.2 - $3.95 $54.4K - $67.2K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2019 Filed on Jan 17, 2020
0
$59.6 - $67.25 $0 - $0
Altaba Inc Com
Q4 2019 Filed on Jan 17, 2020
2,200
N/A
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